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BALCX vs DBOAX
BALCX vs DBOAX Comparison
Open Charts BALCX vs DBOAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
BNY Mellon Balanced Opportunity A
Price$25.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287M
BALCX vs DBOAX Comparison Chart in %
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BALCX vs. DBOAX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and DBOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. DBOAX (287M). BALCX (1.16) and DBOAX (1.11) have matching dividends . BALCX was incepted earlier than DBOAX: BALCX (25 years) vs DBOAX (22 years). BALCX (1.31) and DBOAX (1.26) have similar cost to investors . DBOAX (46.25) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than DBOAX: BALCX (250) vs DBOAX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. DBOAX (6.39). BALCX return over 5 years is better than : 35.50 vs. DBOAX (11.67).
| BALCX | DBOAX | BALCX / DBOAX | |
| Total Expense Ratio | 1.31 | 1.15 | 114% |
| Annual Report Gross Expense Ratio | 1.31 | 1.26 | 104% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 10.835 | 8.472 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 287M | 90,244% |
| Annual Yield % from dividends | 1.16 | 1.11 | 105% |
| Returns for 1 year | 9.12 | 6.39 | 143% |
| Returns for 3 years | 37.20 | 24.87 | 150% |
| Returns for 5 years | 35.50 | 11.67 | 304% |
| Returns for 10 years | 67.85 | 28.79 | 236% |